Energy and the electrical grid
The companies that generate, distribute and manage the electricity AI infrastructure runs on. AI data centers use enormous amounts of power, so the companies producing and delivering that electricity are just as critical to the AI economy as the chip makers.
Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated. It does not necessarily provide independent confirmation.
ABB owns (sale to SoftBank pending) ABB Robotics
ABB said in its Q2 2026 results on July 16, 2026 that the divestment of ABB Robotics was anticipated to be completed in the second half of 2026, with expected net cash proceeds of about $4.8 billion.
Source: 2026-07-16 · reviewed 2026-10-02
Evidence: Primary-source statement · Owned as of July 16, 2026; sale to SoftBank Group pending
Limits: States ownership only as of ABB's July 16, 2026 results; the buyer (SoftBank Group) is named in ABB's October 2025 divestment release, not this one. Any closing after July 16, 2026 was not checked (ABB and SoftBank news pages could not be opened), so the row must be retired once the sale completes.
Bloom Energy supplies fuel cell power systems to Oracle
Bloom Energy said it and Oracle expanded their partnership under a master agreement supporting up to 2.8 GW of fuel cell capacity, with an initial 1.2 GW deploying across Oracle projects in the United States.
Source: 2026-04-13 · reviewed 2026-09-26
Evidence: Primary-source statement · Reported operating (initial 1.2 GW deploying; remainder announced)
Limits: The 2.8 GW figure is a ceiling under a master agreement, not delivered capacity; does not establish pricing, timing of the remainder, or which specific sites are operating.
GE Vernova co-develops grid digital twins with NVIDIA
GE Vernova is aligning its high-fidelity grid digital twins with the NVIDIA Omniverse DSX Blueprint so utilities and developers can simulate grid behavior, substations and AI factory loads together before deployment, per NVIDIA's March 31, 2026 blog post.
Source: 2026-03-31 · reviewed 2026-09-22
Evidence: Primary-source statement · Reported operating
Limits: Describes a simulation/technology alignment only; does not establish a supply contract, financial terms, or exclusivity between the two companies.
Vistra Corp supplies nuclear and solar power to Amazon Web Services
Vistra holds power purchase agreements for approximately 3,800 MW of nuclear power with Amazon Web Services at its Comanche Peak nuclear plant, plus a separate PPA with AWS for its 200-MW Oak Hill solar facility.
Source: 2026-02-26 · reviewed 2026-09-20
Evidence: Primary-source statement · Reported operating/contracted as of Vistra's Q4 2025 earnings release
Limits: Figures are as self-reported by Vistra in its earnings release; does not establish contract price, exclusivity, or actual current delivered power volumes versus contracted capacity.
Talen Energy supplies nuclear power to Amazon Web Services
Talen Energy agreed to supply Amazon Web Services with up to 1,920 MW of electricity from its Susquehanna nuclear plant to power AWS data centers in Pennsylvania, with full contracted volume expected no later than 2032.
Source: 2025-06-11 · reviewed 2026-09-20
Evidence: Primary-source statement · Agreement signed; ramp-up to full volume ongoing through 2032
Limits: Confirms a signed long-term power supply and colocation agreement; does not establish current delivered energy volumes, contract price, or that this is AWS's only power arrangement with Talen.
Talen Energy Expands Nuclear Energy Relationship with Amazon ↗
Cummins supplied generator sets to Digital Realty
A Cummins case study says it supplied six roof-mounted C2250D5 diesel generator sets, providing 9.6 MW, for Digital Realty's Erskine Park data center in Australia.
Source: Source undated · reviewed 2026-09-26
Evidence: Primary-source statement · Completed installation (single site)
Limits: A single-site vendor case study with no publication date; does not establish whether Digital Realty buys Cummins equipment elsewhere or today, or any contract value.
Cummins Power Generation delivers critical protection power for Digital Realty ↗